Carol Jean Lane

Employer firm

The Financial Resource Center CRD 316747

$642M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2005 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2021 → Present
  The Financial Resource Center
  Indianapolis, IN

Previous Registrations

• 2005-03-28 → 2022-03-18
  Cambridge Investment Research Advisors, Inc.
  Indianapolis, IN
• 2005-02-28 → 2005-03-28
  Cambridge Investment Research, Inc.
  Indianapolis, IN
  Indianapolis, IN
  Southport, NC
• 1998-12-08 → 2005-03-02
  G & W Equity Sales, Inc.
  Indianapolis, IN

Other Businesses

1. THE FINANCIAL RESOURCE CENTER INC, 8780 PURDUE RD STE 3, INDIANAPOLIS, IN, 3/2005 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 2/WK - 2/TRADING. 2. LANE EGGS, CLARKS HILL, IN, 10/2016 AS OWNER, SELLING FRESH EGGS. NIR - 2/WK - 0/TRADING. 3. CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 30 HR/WK -30/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. CARRIAGE WEALTH PARTNERS, LLC / 8780 Purdue Road, Suite 3, Indianapolis IN 46268 / 11/01/2021 / INV REL / OWNER - IRIA that The Financial Resource Center, Inc. will be affiliated with for the FRC's fee based business / 160 HR/MO - 160 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-05-20

Designations

• Certified Financial Planner

Other Names

• Carol J Lane